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          CLMInd DocuSign Runtime All

          CLMInd DocuSign Runtime All

          Allows users to perform e-signature functions. For example, you can send a contract document for e-signature.

          Access Provided by the CLMInd DocuSign Runtime All Sample Permission Set

          The table lists the recommended level of access for the objects that are part of the CLMInd DocuSign Runtime All permission set.

          Object

          Access

          Account

          Read

          Contact

          Read

          Contract Document Envelope

          Read, Create, Edit, Delete

          Contract Document

          Read

          Contract Recipient

          Read, Create, Edit, Delete

          Contract

          Read, Create, Edit, Delete

          Document Template

          Read

          Vlocity Contract Service Log

          Read, Create, Edit

          Vlocity State Model

          Read

          Vlocity State Transition

          Read

          Vlocity State Model Version

          Read

          Vlocity State

          Read

          Other Access

          Apart from the object-level access, users require access to these components.

          • Visualforce Page

            • vlocity_cmt.ContractActionBar

            • vlocity_cmt.ContractDocuSignEnvelope

            • vlocity_cmt.OpportunityDocuSignEnvelope

            • vlocity_cmt.OrderDocuSignEnvelope

            • vlocity_cmt.QuoteDocuSignEnvelope

           
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          Salesforce Help | Article